Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the Orange County Team
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Orange County Offices Fast Facts & Specialties
- Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists.
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Financial Solutions We Offer in Orange County
Deep Experience Working With…
Business Transitions
Our business transition planning team in Orange County works alongside your transaction team as your dedicated financial advocate, helping evaluate deal structures, model after-tax outcomes, coordinate specialists, and prepare your wealth plan, trust strategy, and investment approach before the transaction closes.
Concentrated Stock
At Mercer Advisors, we help Orange County clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Orange County families like yours to craft tailored plans that help to ensure long-term financial continuity.
Divorcing & Divorced
We provide Orange County residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Orange County.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Orange County residents design retirement plans that help them achieve their financial goals.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Orange County community and specializes in areas relevant to local residents.
As a SoCal native, it means a lot to be able to serve the community through my work. I enjoy helping local businesses and successful families build multi-generational wealth strategies to help them thrive and meet their financial goals.
Being a trusted advisor is about more than wealth planning. Sometimes it’s showing up at their art show or being a listening ear after major diagnoses. We become like family to our clients because we care about them as people, not just as a numbers.
Life is full of uncertainty, and I love helping clients gain confidence in the midst of the unknown. Through our financial planning process at Mercer Advisors, we help clients discover and accomplish what is most important to them.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Bracken’s Kitchen
Bracken’s Kitchen is committed to providing nutritious meals to community members in need. Mercer Advisors supports their mission in Garden Grove through volunteering.
Village of Hope
Village of Hope provides transitional and emergency housing along with health and self-sufficiency support for our community. Our team volunteered with them in Tustin to prepare “help” packets.
Women in Wealth
Mercer Advisors partners with Empowered with Gina to support women entrepreneurs.
Boys and Girls Club
Mercer Advisors actively engages with the local Boys and Girls Clubs to assist in raising funds for local youth support.
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